China tech giants ByteDance and Alibaba to ramp up AI infrastructure efforts

South China Morning PostCenter-RightEN 1 min read 100% complete by Coco FengJanuary 30, 2026 at 01:00 PM

AI Summary

short article 1 min

ByteDance and Alibaba are increasing their investments in AI infrastructure. ByteDance plans to spend approximately $14 billion on Nvidia AI chips in 2026, a significant increase from the previous year. ByteDance CEO Liang Rubo emphasized the importance of efficiency in data center operations and computing solutions to avoid waste, focusing on optimizing power consumption, GPU/CPU utilization, and system architecture. These efforts reflect a broader trend among Chinese tech companies to bolster their AI capabilities amid growing demand and competition. The companies aim to improve their AI capabilities by investing in data centers and advanced AI chips.

Key Entities & Roles

Key Player Opposition Context

Beijing 60% Nvidia 70% Liang Rubo 80% ByteDance ×290%

Keywords

bytedance 90% ai infrastructure 90% efficiency 80% data centers 70% ai chips 60% artificial intelligence 60% alibaba 60% computing solutions 60% gpu/cpu 50% power consumption 50%